Nonzee Notes
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AI WILL REPLACE YOU FASTER THAN YOU THINK

Spending on AI keeps climbing.

Global AI investment is expected to top $2 trillion within the next few years.

Big tech alone is on pace to spend over $500 billion this year on AI infrastructure, data centers, and chips…

READ⤵️
https://x.com/0xNonceSense/status/2025583441811816448
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SEC JUST MADE STABLECOINS USABLE

Almost nobody is talking about this. But for institutions, it’s a big deal.

The SEC quietly changed how stablecoins are treated on broker-dealer balance sheets.

Here’s what actually changed:

READ⤵️
https://x.com/0xNonceSense/status/2025595594333716775
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BUFFETT SITTING ON $382B CASH IS NOT BULLISH

It means:
• Assets are expensive
• Risk is high
• Patience wins

Pay attention.
https://x.com/0xNonceSense/status/2025920603010867364
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AI IS QUIETLY KILLING WHITE-COLLAR JOBS

Everyone’s excited about smarter models. Faster tools. Cheaper work.

This wave is different. AI does not assist workers. It replaces them…

READ⤵️
https://x.com/0xNonceSense/status/2025936303263805844
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MINING BITCOIN FOR $1,300 IS REAL

In Iran, mining one Bitcoin can cost as little as $1,300 thanks to insanely cheap government electricity.

That same Bitcoin gets sold on the global market for around $67,000…

READ⤵️
https://x.com/0xNonceSense/status/2025948231096766968
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$BTC CONTINUES TO TRADE CLEANLY INSIDE A TEXTBOOK DESCENDING CHANNEL.

$122,000 → $82,000
$97,000 → $64,000
~$78,000 → ~$45,000

THAT’S HOW BIG MOVES START.
https://x.com/0xNonceSense/status/2025961752505278965
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THIS IS EXACTLY WHAT I WAS TALKING ABOUT

#SNOW = - 28%
#INTU = -46%
#CRM = -33%
#ADSK = -26%
#WDAY = -40%

AI CREATES UNPREDICTABLE “BLACK SWAN” EVENTS FOR SOFTWARE COMPANIES.

YEARS OF DEVELOPMENT CAN BE DESTROYED BY ONE STARTUP AND ONE MODEL.

THE SELL-OFF MAKES SENSE.
https://x.com/0xNonceSense/status/2026277133384028663
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AI JUST WIPED OUT TENS OF BILLIONS FROM CYBERSECURITY

Anthropic launched Claude Code Security.

An AI that scans massive codebases and finds serious flaws faster than human teams.

The market panicked.

In just two days, over $52B in value vanished…

READ⤵️
https://x.com/0xNonceSense/status/2026297348897513582
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$IBM JUST GOT F*CKED

The stock dropped around 10 percent in a single session, wiping out roughly 24 billion dollars in market value.

For decades, legacy tech meant guaranteed money and safe careers…

READ⤵️
https://x.com/0xNonceSense/status/2026316104029892858
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🚨 RUMORS:

PRESIDENT TRUMP IS SET TO ADDRESS THE NATION TONIGHT AT 9PM ET, PER MULTIPLE SOURCES.

THIS FOLLOWS TODAY’S INTELLIGENCE BRIEFING AND EMERGENCY WHITE HOUSE MEETINGS.

SECURITY TEAMS ARE ON HIGH ALERT.

POSSIBLE IRAN ACTION BEING DISCUSSED.

MAJOR MOMENT AHEAD 🙏
https://x.com/0xNonceSense/status/2026325948669534520
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NOTHING MOVES $BTC LIKE OVERLEVERAGED DEGENS WHO NEVER LEARN.

20–100x LONGS → LIQUIDATION → LOWER LOWS.
https://x.com/0xNonceSense/status/2026333907575320616
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TAIWAN IS THE BIGGEST RISK TO GLOBAL MARKETS

Inside China, military modernization targets, political cycles, and regional power strategy all converge around this period.

Years of long-term planning, investment, and positioning are starting to translate into real pressure and real decisions…

READ⤵️
https://x.com/0xNonceSense/status/2026650095392010549
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Since early February, accumulation has remained weak.

The trend score still can’t push above 0.5.

• Big money is staying on the sidelines
• Institutions aren’t committing
• Real capital hasn’t returned

Without strong buyers stepping in, sustainable momentum is unlikely
https://x.com/0xNonceSense/status/2026664296395190424
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🇬🇧 The UK is about to make a massive mistake in digital finance.

While the US and EU are building clear rules for stablecoins, the Bank of England is talking about limits.

Stablecoins already move trillions every year.

This is real financial infrastructure.

If Britain slows this down now, talent and capital will go elsewhere.

Simple choice: lead the future of finance, or miss it.
https://x.com/0xNonceSense/status/2026672562223329573
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🇨🇳 CHINA IS ACCUMULATING GOLD LIKE NEVER BEFORE

In January, its reserves jumped to $369.6 billion, the highest in history.

That is 15 straight months of buying by the People’s Bank of China…

READ⤵️
https://x.com/0xNonceSense/status/2026682093514948731
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For months, 10 AM meant one thing: the Jane Street dump.

Yesterday, they got hit with an insider trading lawsuit.

Today at 10 AM? Bitcoin rips higher instead.

Coincidence, or did the game just change?
https://x.com/0xNonceSense/status/2026735449344192777
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Jane Street CEO Rob Granieri taught Sam Bankman-Fried how to trade and hired him straight out of college.

One went to prison for fraud.

Meanwhile, Jane Street is hit with an insider trading lawsuit.

Different paths, same ending.
https://x.com/0xNonceSense/status/2026764010830610736
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JANE STREET EXTRACTED BTC LIQUIDITY FOR MONTHS

One of the largest trading firms in the world is now under legal pressure.

Two regulators. Two continents.

For months, Bitcoin sold off almost every day at 10am New York time…

READ⤵️
https://x.com/0xNonceSense/status/2027020281689354502
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BITCOIN IS BOUNCING BACK

Spot BTC ETFs record strong inflows for 3 consecutive days.

Institutional demand is picking up again, a key signal after recent volatility.
https://x.com/0xNonceSense/status/2027345045322596461
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ONLY COMPANIES WILL BENEFIT FROM AI

In 2025, more than 50,000 U.S. layoffs were directly linked to AI adoption.

Total layoffs crossed 1 million, the highest level since the pandemic.

At the same time…

READ⤵️
https://x.com/0xNonceSense/status/2027363482832888098
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SAUDI ARABIA MOVES CLOSER TO REGIONAL WAR

The Middle East is entering a far more dangerous phase than most people are willing to admit.

Iranian missiles have struck targets across the Gulf…

READ⤵️
https://x.com/0xNonceSense/status/2027775220044730534
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